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Factsheet & Pitchbooks Investment Performance Uncategorized

How to address Yield in Marketing: SEC Marketing Rule

The SEC’s Marketing Rule, Rule 206-4(1), outlines specific criteria for the disclosure of “performance.” However, determining whether metrics like yield constitute “performance” under this rule seems ambiguous. Based on our experience, yield information falls into one of three categories: While SEC staff have discussed this ambiguity publicly and privately, a definitive stance on the treatment […]
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GIPS Compliance Investment Performance

Key Takeaways from the 2023 GIPS® Standards Conference

Key takeaways from the conference include clarifications on the SEC Marketing rule, Private Fund Adviser Quarterly Statement Rule, and upcoming guidance for implementing the GIPS standards for…
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PMAR 2023
GIPS Compliance Investment Performance

Key Takeaways from the 2023 PMAR Conference

Key takeaways from the conference include what to expect from upcoming SEC exams, how firms are navigating the SEC Marketing Rule, and…
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maximum drawdown
Investment Performance

What is Max Drawdown & Calmar Ratio? 

Max drawdown and the Calmar ratio help investors assess investment risk. They are calculated and interpreted by…
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fund factsheets
Factsheet & Pitchbooks Investment Performance

How to Make a Fund Factsheet

Want to know how to make a factsheet that helps you attract more prospective investors? The three most important things to include are…
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What is the Treynor Ratio
Investment Performance

What is the Treynor Ratio?

The Treynor Ratio measures the excess return for taking on additional risk. It is calculated as the strategy's mean return minus the mean risk-free rate divided by…
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Investment Performance

SEC Proposes to Enhance Private Fund Marketing

The SEC's proposal to Enhance Private Fund marketing is another in a trend for higher levels of transparency and more standardized reporting for investment managers. See what may soon be required.
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Investment Performance

What is Up-Market & Down-Market Capture Ratio?

Up- and down-market capture ratios help investors assess how a strategy holds up during different market conditions. They demonstrate how…
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Batting average in finance
Investment Performance

What is Batting Average in Finance?

Batting Average in investment analysis measures how consistently a strategy outperforms its benchmark. The minimum threshold for Batting Average in finance is…
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